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Technology Stocks : Inktomi (INKT)
INKT 12.35+13.6%Dec 4 3:59 PM EST
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To: Daniel King who wrote (936)2/25/1999 12:40:00 AM
From: Bahama  Read Replies (1) of 1945
 
Hello Danny, from a traders perspective, I suppose it's troubling. From an investor's perspective, it's too early to call. They need to prove they can respond favorably to competitive threats, but the mere whiff of competition shouldn't scare off someone that's in this company based on their future prospects and what they've done to date. Competition is a business reality.

It's a big market that's getting bigger. There's room for more than one. Also, it's hard to judge a company's real competitive advantage without some competition. We'll see how they respond, and how the market views the strength of their products. Gotta give 'em that chance though, unless you're a trader.

regards,
Bahama
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